Attach CRM Email Template to Email generated with Dynamics PDF-Docs

By Dianna on 5/9/2018

With Dynamics PDF-Docs users can attach the PDF of document generated with CRM Word Template, to Emails, Notes, and upload to SharePoint. The PDf function is available in the User Interface as well as a scheduled CRM workflow.

With Dynamics PDF Docs you can attach to Email documents generated from more than one Word Template, as well as attach documents stored in SharePoint.

With Dynamics PDF-Docs release 2.2.9, users can now add an Email template, by using the Workflow step Insert Email Template, as per image below.

Dynamics Workflows
Dynamics PDF
Email Template
Author